Capital Markets Strategy Consultant - jump to PE / VC / IB

Hello,

I have been following this community for almost 2 years. I have also worked 1 year in Management Consulting for Capital Markets Strategy. During my time in consulting, I have covered front office and back office projects in private bank, wealth, asset, & investment mgmt, etc..

During my time here, I have discovered a growing interest in PE and VC by researching opportunities and discussing with colleagues. I enjoy my current work, but would like to focus more on investments and finances.

I am in a 2/3rd tier consulting firm, but have a lot of industry exposure. How can I prepare to make the transition? I believe that I should gain some IB/PE experience before going for an MBA and then switching to PE.

In undergrad, I had a very sheltered education where I was studying for engineering and medicine. However, I managed to jump into consulting as soon as I learned about the work and opportunities it presents. I am late in discovering what I want to do, but I am committed and want to prepare myself for my future career steps.

Each blog that I have read thus far discusses 1. MBB to PE 2. 2nd tier to IB to PE

but none really discusses if consultants were in financial services or 3rd tier.

Let me know if any additional information is needed to help out. Thanks

1 Comments
 

Non et est neque. Magnam ad eum dicta eum velit. Est voluptatem pariatur a totam esse consequatur tempore quod.

Totam consequatur est nemo totam. Repellendus ullam totam totam laudantium. Qui eveniet repudiandae voluptatem sint. Laudantium eius eum voluptatem eius quia.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (15) $434
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (79) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
DrApeman's picture
DrApeman
98.9
6
dosk17's picture
dosk17
98.9
7
CompBanker's picture
CompBanker
98.9
8
GameTheory's picture
GameTheory
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
bolo up's picture
bolo up
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”